CWP
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Curated Wealth Partners’s Watts Water Technologies WTS Stock Holding History

Curated Wealth Partners’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,824
Closed -$600K – 263
2024
Q1 		$600K Buy
+2,824
New +$572K 0.09% 73

Other funds holding WTS

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Curated Wealth Partners's WTS Position: Q2 2026 in Review

Curated Wealth Partners increased its Watts Water Technologies (WTS) stake by 41% in Q2 2026, buying an estimated $443K and bringing the position to 4,878 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #334.

Curated Wealth Partners first reported a position in WTS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1M in Q1 2026. 55 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Curated Wealth Partners held 4,878 shares of Watts Water Technologies worth $406K as of Q2 2026.
  • Curated Wealth Partners bought 1,422 Watts Water Technologies shares in Q2 2026, an estimated $443K.
  • Watts Water Technologies made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #334 holding.
  • Curated Wealth Partners first reported a position in Watts Water Technologies in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Watts Water Technologies position peaked at $1M in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.